Best Adam Koos Podcasts (2025)

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Building Wealth: Christine's Journey from Zero to Seven Figures 40:44

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5d ago40:44

40:44

In this episode of The Elevate Your Business Podcast, host Adam Koós welcomes Christine, a former corporate leader who turned her career burnout into a catalyst for creating a purpose-driven business. Christine opens up about the moment she realized success wasn’t just about climbing the corporate ladder, how she built a business aligned with her v…

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Beyond Buy-and-Hold: Adam Koós on Technical Analysis and Building Lasting Wealth 39:04

7d ago39:04

39:04

Adam Koós joins fellow CMT David Keller to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group and launching Adrenaline Advisor Consulting. Adam opens up about starting his career just before 9/11, how market crashes pushed him toward technical analysis, and why he uses sports and weather analogies to help cl…

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The Work You’re Avoiding Is Costing You Growth with Adam Koós, CFP® 42:26

6d ago42:26

42:26

From aspiring surgeon to founder of a thriving client-first advisory firm, Adam Koós has always approached challenges with a “financial surgeon’s” precision. In this episode of The Advice Business Podcast, hosts Zach Conway and Kelsey McKenna sit down with Adam to explore his journey to wealth management and the lessons he’s learned about building …

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Why 80% of Businesses Fail to Sell | Exit Planning Tips with Adam Koos 40:25

12d ago40:25

40:25

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Adam Koos, founder of Elevate and Exit and Libertas Wealth Management. With a unique background in both psychology and finance, Adam helps business owners prepare for the biggest decision of their lives—selling their company. From the emotional side of …

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The Hidden Fuel Behind Explosive Practice Growth 35:29

13d ago35:29

35:29

In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm’s AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driv…

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EP-171 - An Ethical Approach to Investing with Adam Koós 21:37

24d ago21:37

21:37

This week, we explore what it really means to invest with integrity. Adam Koos and I dive into how ethics and discipline play a critical role in building long-term wealth, why trust matters more than ever in today’s markets, and practical ways investors can align their money with their values without sacrificing returns. To reach Adam: | ElevateAnd…

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31. The Fed Just Reset the Economic “Cycle” 39:06

1h ago39:06

39:06

The long-awaited Fed announcement is here. After the recent Fed meeting, where we got more clarity on rate cuts, the economic “cycle” seems to have been just reset. This will have significant consequences for the economy and prime specific industries for a resurgence. If you own any of these assets or work in any of these sectors, you could be ridi…

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The Future of Sustainable Investing with Peter Krull 43:27

1h ago43:27

43:27

In the 67th episode of the Market Misbehavior podcast, Dave speaks with Peter Krull, Founder and Director of Sustainable Investing at Earth Equity Advisors. Pete discusses lessons learned over two decades running sustainable portfolios, what investors should consider when evaluating ESG and SRI funds, "greenwashing" and the challenges of analyzing …

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Digital Assets & Business Valuation with Paige Wiese 35:59

1h ago35:59

35:59

In this episode of the M&A Launchpad Podcast, Casey Minshew interviews Paige Wiese, founder and CEO of Tree Ring Digital, a Denver-based digital marketing agency. Paige brings over 15 years of experience helping businesses build and execute marketing strategies that drive measurable growth. She shares her perspective on why evaluating digital marke…

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From 13 Franchises to Freedom: Kristie Shifflette on Scaling & Exiting with Success 44:33

2d ago44:33

44:33

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome Kristie Shifflette, who shares her inspiring journey from corporate America to becoming a successful franchisee with Orange Theory Fitness. Kristie dives into the challenges and triumphs of scaling her business to 13 locations, her experience navigating priva…

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30. Why the Masses Miss Every Wealth-Building Opportunity 43:27

1h ago43:27

43:27

If you can’t fix this, you’ll never be wealthy. The 99% move like a herd, and the masses scream in fear, duck for cover, and sell in lockstep during every major recession, crash, and recovery. This is why most Americans (or people on Earth, for that matter) will never be wealthy. By letting their fear take over during times of opportunity and their…

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From Market Maker to Trend Follower: A Conversation With Ian Reynolds 40:55

3h ago40:55

40:55

In the 66th episode of the Market Misbehavior podcast, Dave speaks with Ian Reynolds, Director of Suberia Capital. Ian discusses lessons learned as a market maker in London, the evolution of market structure and technology, managing the mental game of trading, upside for Bitcoin, inflection points for the US Dollar, and why investors need to pay at…

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Larry Tentarelli on Moving From Randomness to Routines as an Investor 35:59

1h ago35:59

35:59

In the 65th episode of the Market Misbehavior podcast, Dave checks in with Larry Tentarelli, Editor of the Blue Chip Daily Trend Report. Larry describes his process for scaling in and out of positions, shares lessons learned from early days as a Merrill Lynch broker, describes how technical analysis and trend following tools completely changed his …

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Jeff Huge on Why This Market Feels Toppy + Elliott Wave Update for S&P 500! 47:56

13h ago47:56

47:56

In the 64th episode of the Market Misbehavior podcast, Dave checks in with Jeffrey Huge, CMT, Founder of JWH Investments and editor of the Huge Insights newsletter. Jeff highlights the strength in precious metals and cryptocurrencies in 2025, addresses high valuations and extended leverage readings, concerning divergences in momentum and breadth in…

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Building Exit-Ready Businesses with Jason Kruger 38:22

8d ago38:22

38:22

In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Jason Kruger, President at Signature Analytics (a Citrin Cooperman Company). Jason shares his journey from Deloitte to entrepreneurship, scaling Signature Analytics, and ultimately navigating its acquisition. This conversation digs into the fundamentals …

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From Shiny Objects to Smart Tech: Maximizing Advisor Tech ROI with Laura Holt, CFP® 41:52

22d ago41:52

41:52

Is your tech making your client experience better or just busier? In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna sit down with Laura Holt, CFP®, founder & CEO of WealthTech Matchmaker, to tackle one of wealth management’s toughest challenges: scaling a personalized, human-first client experience with the right techno…

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Courageous Conversations, Conquering Fear, Career Breakdowns, and Lessons from the Baseball Field from Public Relations Executive Adam Cormier 39:31

29d ago39:31

39:31

What if the secret to PR success wasn't found in a boardroom, but on a baseball diamond? Adam Cormier, a seasoned PR executive with over 15 years of strategic communications experience, reveals how a teenage lesson about "keeping an even keel" became his compass for navigating everything from crisis communications to career transitions. Could the m…

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Six Acquisitions in Three Years with Ryan Sullivan 42:23

19d ago42:23

42:23

In this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa sit down with Ryan Sullivan, Co-Founder of North Park Group, to unpack how he and his partner built a private equity firm from the ground up—acquiring six businesses in three years. Ryan shares practical insights on deal structuring, using real estate as a lever, lever…

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29. How AI Could Trigger the Next Great Depression 32:14

19d ago32:14

32:14

AI could trigger a new economic crisis—the next great depression—and most people are ignoring it. I’m not just talking about job loss or automation replacing salaries. There’s a much deeper problem—one that could erode the last remnants of stability in the US economy and government. Is AI taking jobs? Yes. But that’s just one of our worries. “Secon…

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The Missing Piece in Most Exit Strategies 38:04

1M ago38:04

38:04

Adam Koós joins legacy coach Angelina Carleton on her show to explore one of the most overlooked (yet critical) parts of building and exiting a business: defining what legacy really means. Too often, business owners wait until the last minute to plan their exit, focusing only on financials or legal documents while avoiding the deeper, more personal…

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Building Powerful Brand Stories & M&A Strategies with Mark Tarchetti 43:01

27d ago43:01

43:01

In this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa welcome special guest Mark Tarchetti, a veteran in the consumer products industry. Mark has held senior roles at global giants like Unilever and now runs his own boutique consulting firm, helping companies unlock the true potential of their brands. The discussion dives…

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From Trauma Surgery Dreams to Financial Freedom: Adam Koós’ Journey and Generational Wealth Strategies 47:46

1M ago47:46

47:46

In this episode, host Adam joins Axel Meierhoefer on The Ideal Investor Show to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group. Adam opens up about the life-changing injury that redirected his career path, how his father inspired his love for business, and the unique approach he takes to help clients - b…

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Top Strategies for Delegating & Scaling in Wealth Management Practices with Charesse Spiller 49:23

1M ago49:23

49:23

Feeling stuck in the weeds of your advisory firm’s operations? You’re not alone. In this episode, Zach Conway and Kelsey McKenna sit down with Charesse Spiller, founder of Level Best and the FinOps Co-Op, to unpack why most firms think they have an operations problem—when really, they have a leadership and structure problem. Charesse shares what sh…

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Unlocking PR Secrets: Alan Dunton on AI, Career Growth, and Surviving Economic Downturns 27:56

1M ago27:56

27:56

Meet Alan Dunton, a 25-year communications industry veteran who has navigated everything from the pre-internet era to today's AI-powered future, and discovered that curiosity, authenticity, and strategic relationship-building are the true currencies of career success. This episode will transform how you approach professional growth and redefine wha…

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Deferred Sales Trust & Passive Income Strategies with Brett Swarts 49:17

1M ago49:17

49:17

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Brett Swarts, founder of Capital Gains Tax Solutions and an expert in sophisticated tax planning strategies. Brett dives deep into the mechanics of the Deferred Sales Trust (DST), breaking down how it empowers entrepreneurs and investors to preserve the…

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28. Top 100 Advisor: How to Invest During Market Chaos w/Adam Koós 48:28

2M ago48:28

48:28

The stock market crashed in March, but now it’s back to all-time highs. You might have sat frozen, waiting for a recovery or a better buying opportunity. Chances are, you didn’t make any moves that made you richer. Was that a mistake? During “trendless” markets like these—where price swings feel random and directionless—most Americans sit on the si…

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EP-170 - Boring Investing Saves the Day with Paul Moore 29:08

1M ago29:08

29:08

In this episode, Mark sits down with Paul Moore to talk about why “boring” investing isn’t such a bad thing — in fact, it might just be the secret to building and protecting real wealth. They discuss Paul’s journey from active real estate deals to focusing on boring, cash-flowing commercial assets, why avoiding shiny objects can outperform over tim…

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John & Jack Kosar Reveal Best Techniques to AVOID Market Corrections 42:54

1M ago42:54

42:54

In the 63rd episode of the Market Misbehavior podcast, Dave speaks with John Kosar and Jack Kosar of Asbury Research. John and Jack talk about the dangers of market forecasting, why focusing on the evidence can lead to consistent performance, using technical models to better assess market conditions, and how to differentiate short-term pullbacks fr…

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Callum Thomas on Why the Fed Should RAISE Rates in 2025 47:24

1M ago47:24

47:24

In the 62nd episode of the Market Misbehavior podcast, Dave checks in with Callum Thomas, Founder and Head of Research at Top Down Charts. Callum discusses his investment process, how he uses technical analysis concepts to analyze trends and inflection points in macroeconomic data, the importance of risk management for individual investors, seasona…

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Hard Lessons in Buying, Scaling, and Exiting with Carl Kleimann 41:03

1M ago41:03

41:03

In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles are joined by Carl Kleimann, a proven entrepreneur with deep experience in scaling and exiting small businesses. Carl takes us through his business journey—from losing a $200K client, to navigating private equity partnerships, to launching his current venture, Moffitt…

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High Performers Don’t “Wing It” 21:06

2M ago21:06

21:06

If you want to scale your advisory practice, grow with intention, and spend more time in your zone of genius, this episode is for you. In this solo episode, Adam Koós shares the same 5-part planning framework he teaches inside the Adrenaline Program. You’ll learn how high-performing financial advisors reverse-engineer their ideal life, align their …

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Bob Pisani on Jack Bogle's Four ESSENTIAL Rules for Investors 44:14

1M ago44:14

44:14

In the 61st episode of the Market Misbehavior podcast, Dave speaks with Bob Pisani, legendary CNBC Senior Markets Correspondent and author of "Shut Up and Keep Talking." Bob shares insights from 30 years on the floor of the New York Stock Exchange, the balance between skill and luck for investing, the evolution of retail trading, the importance of …

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Adam Koós Shares the ONE Thing Financial Advisors Need to Change 42:44

2M ago42:44

42:44

In the 60th episode of the Market Misbehavior podcast, Dave speaks with Adam Koos, President of Libertas Wealth Management. Adam discussed early days as a financial advisor, how the introduction to technical analysis and the CMT Association helped him improve his investment approach, tips and tricks to manage the emotional side of investing, and ho…

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Inside SBA Lending: Strategies for Business Buyers with Matthias Smith 46:12

2M ago46:12

46:12

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Mathias Smith, founder of Pioneer Capital Advisory and a seasoned expert in SBA financing. Mathias shares his entrepreneurial journey, from launching his own firm to helping countless buyers navigate the often-complex SBA process. He opens up about the …

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27. How to Raise Capital for Real Estate (Without Going to Prison) w/Mauricio Rauld 1:02:49

2M ago1:02:49

1:02:49

For over a decade, as I built my portfolio, I didn’t raise capital from outside investors. Why? I didn’t want to take the risk. Raising capital for real estate is something you cannot afford to get wrong. No one wants to end up in prison because they funded a deal the wrong way. Good news? I’ve got SEC attorney and good friend Mauricio Rauld here t…

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EP- 169 The Money Multiplier Method with Brent Kesler 28:26

2M ago28:26

28:26

In this episode, Mark Yegge sits down with Brent Kesler, the founder of The Money Multiplier. Brent shares how he eliminated nearly $1 million in debt in just 39 months using his powerful TMM Method — a modern twist on the 200-year-old Infinite Banking Concept. As a real estate investor and financial educator, Brent reveals how you can fund your ow…

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Mike Singleton on Three Factors EVERY Investor Should Know About Macroeconomics 36:45

2M ago36:45

36:45

In the 59th episode of the Market Misbehavior podcast, Dave speaks with Mike Singleton, Senior Analyst and Principal at Invictus Research. Mike discusses three key factors he uses to help understand the macroeconomic environment, a rotation from a hawkish to more dovish Fed, the message of narrow credit spreads, upside for Bitcoin, the impact of th…

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The Power of Podcasting: How Traci DeForge Transforms Business Growth 50:40

2M ago50:40

50:40

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Traci DeForge, founder of Produce Your Podcast, to explore how podcasting has evolved into one of the most powerful tools for business development and brand authority. With over 30 years of experience in broadcast media and Fortune 500 consulting, Traci shares how s…

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Cryptocurrency Expert Adrian Zduńczyk on Betting Against Bitcoin 46:35

2M ago46:35

46:35

In the 58th episode of the Market Misbehavior podcast, Dave checks in with Adrian Zduńczyk, Founder of The ₿irb Nest. Adrian explains how he uses technical analysis tools to analyze cryptocurrencies, the expansion in Bitcoin ETFs and increased adoption for crypto-related products, using on-chain data to track sentiment shifts, and what his groundbr…

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Victor Haghani on Bet Sizing, Flipping Coins and Missing Billionaires 53:34

2M ago53:34

53:34

In the 57th episode of the Market Misbehavior podcast, Dave speaks with Victor Haghani, Founder & Chief Investment Officer at Elm Wealth. Victor shares his personal experiences as a founding partner of Long Term Capital Management, the importance of probabilistic thinking, results from his famous coin flipping experiment, why bet sizing is the thin…

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26. I Built My Business to “Fail,” Now It’s Worth Hundreds of Millions 34:06

2M ago34:06

34:06

Sign Up for My Newsletter Here: https://ajosborne.com/newsletter Markets are volatile. Whispers of a recession are getting louder. Some industries—like commercial real estate—are already in recession. This has been one of the most difficult market cycles for business owners and self storage investors to navigate. Want to know how to start a busines…

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The Problem with Risk Tolerance and Asset Allocation 43:20

2M ago43:20

43:20

Think you’ve mastered the risk conversation? Think again. In the newest episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna take on one of the most misunderstood yet mission-critical pieces of asset allocation: risk tolerance. Here are three surprising facts they uncover: 1️⃣ Most risk tolerance scores do little to keep clients i…

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EP - 168 - The ABCs of Multifamily Deals with Michael Blank 20:19

2M ago20:19

20:19

Multifamily real estate can be one of the fastest paths to financial freedom—but where do you start? In this episode, Mark sits down with Michael Blank, one of the nation’s leading authorities on apartment investing. They break down the fundamentals of multifamily deals, from finding and funding your first property to scaling a portfolio that gener…

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Mike Webster Shares His #1 Swing Trading Strategy For Success 51:52

3M ago51:52

51:52

In the 56th episode of the Market Misbehavior podcast, Dave talks investing strategies with Mike Webster, Senior Market Strategist at IBD. Mike shares lessons learned from working with the great William O'Neil, how he developed the IBD Composite Rating and IBD Stock Checkup, what risk management means in 2025, how he identifies compelling ideas for…

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Navigating Business Transactions with John Martinka 40:40

2M ago40:40

40:40

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with John Martinka, a seasoned intermediary and advisor with nearly 30 years of experience in business transactions. John shares candid insights into how buyer and seller dynamics have evolved, the critical role of financial preparedness, and why experience …

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Callie Cox Reveals How to Protect Your Portfolio From the Next Crisis! 42:04

3M ago42:04

42:04

In the 55th episode of the Market Misbehavior podcast, Dave speaks with Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. Callie address recessionary fears, the Fed and the spectre of stagflation, what the explosive growth in money market funds could mean for risk assets, separating short-term trends from long-term potential of art…

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Empowering Women in M&A with Beki Darlin 49:32

3M ago49:32

49:32

In this powerful episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Beki Darlin, President of WAEE and a trailblazer in the world of business acquisition and consulting for equity. Beki shares her inspiring journey in the M&A space and explains how she’s helping reshape what entrepreneurship and equity ownership…

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25. How to Start an AI Vending Machine Business That Makes Thousands Per Month w/Michael Hoffmann 30:42

3M ago30:42

30:42

This investor makes tens of thousands a month from his “AI vending machine” business. A business so simple a teenager could run it—and make more than most Americans do at their day job. We’re not talking about those old vending machines in the back of bowling alleys selling Cokes for $1.50. We’re talking about an AI vending machine business plan th…

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Timing the Market vs. Following the Trend: What Actually Works 24:55

2M ago24:55

24:55

In this episode of The Retirement Fiduciary Podcast, host Adam Koós takes the guest seat on The Aligned Money Show with George G. The conversation blends financial insight with personal backstory as Adam opens up about his unexpected past in music, his path to becoming a Chartered Market Technician, and the investment strategies he uses today to he…

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The Marketing Gap Killing Your Valuation (and How to Fix It) with Bill Woods 38:42

3M ago38:42

38:42

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Bill Woods, co-founder and CMO of 50 Marketing and host of the Missing Half podcast, to explore the crucial role marketing plays in scaling your business and boosting your company’s value at exit. With over two decades of experience in B2B and manufacturing marketin…